Contents

Introduction

Working in networks

Create project

Create new project

New project from template

Define project properties

Preferred teams

Define machine types that can be shared

Define machinery that can be shared

Define header and footer

Create user-defined fields

Enter notes & links

Project overview

View favourites in the project

Portfolio overview

Create activities

Edit activities

Delete activities

Working with activity and subproject tables

Link activities

Enter activitiy properties

Define general activity properties

Assign employees

Allocate material

Allocate machine types

Allocate machinery

Fill in user-defined fields

Enter notes & links

Split activities

Split activities into places / rooms

Create subprojects

Insert subprojects from file

Edit subprojects

Delete subprojects

Enter subproject properties

Assign activities to subprojects

Take over start and finish dates of a project from activities

Identify roles from the assignation of employees

Identify machine types from machine allocation

Improve presentation of the project

Optimise a project

Assign employees to activities

Save project as template

Import from MS Project XML

Import text file CSV format

Export to MS Excel

Project portfolio

New project portfolio

Open a project portfolio

Cross-project links

Project view

Variance analysis

Network diagram

Gantt networt chart

Resource histogram

Project-specific role usage

Project-specific team usage

Project-specific employee usage

Human Resource Capacity Leveling

Project-specific Human Resource Capacity Leveling

Human Resource Capacity Levelingl with additional resource diagram

Material requirement

Project-specific material requirement

Machine types Usage

Project-specific machine types

Machinery Usage

Project-specific machinery

Capacity alignment machines

Project-specific capacity alignment machines

Capacity alignment for machines with additional resource diagram

Additional resource diagram

Additional cost chart

Project controlling

Add baseline

Delete baselines

Variance analysis

Control of project financing

Project management

Identify resources

Create new resource pool file

Select other resource pool

Set and adjust calendars

Set and adjust roles

Set and adjust teams

Set and adjust employees

Set and adjust materials

Set and adjust machine types

Set and adjust machinery

Set and adjust project categories

Set and adjust project status

Resource allocation

Assign activities to a role in the view Role utilization

Assign activities to a team in the view Team utilization

Assign activities to an employee in the Capacity alignment personnel

Assign activities to an employee in the view Employee utilization

Assign activities to a material in the view Material requirements

Assign activities to a machine type in Machine type utilization

Assign activities to machines in the view Machine utilization

Assign resources to activities

Assign employees to activities

Identify roles from the assignation of employees

Identify machine types from machine allocation

Optimise a project

XML

Generate report

Reports available for project schedule

Reports available for project resources

Reports available for resource pool

Appendix

Appendix A: Shift to resource pool

Manual selection of calendar

Manual selection of roles

Manual selection of teams

Manual selection of employees

Manual selection of materials

Manual selection of machine types

Manual selection of machinery

Manual selection of project category

Manual selection of project status

Appendix B: Adjustments of the program environment

Adjusting default parameter

Adjusting the size of the different objects

Adjusting the font of the different objects

Adjusting the colour of the different objects

Adjusting the line type of the different objects

Adjusting the XML settings for the presentation of the project in the internet/intranet

Adjusting the SOAP settings for the Rillsoft Integration Server (RIS)

Adjusting the directories for reports, projects and templates

Adjusting the views and several object properties

Appendix C: Report structure

Shape structure

Table structure

Tables for project schedules

Tables for project resources

Tables for resource pool

Rillsoft Project Online Help

Project portfolio

You can use the project portfolio to display several projects of the company at a time.

You can create a new project portfolio or open an existing one.

Only projects which commonly use a resource pool can be included in the project portfolio.

In the project portfolio, you can define the order of projects.

All views from the bar diagram to the break-even chart are available for the project portfolio.
In the project portfolio, you can run all the activities similar to a conventional project, that is, you can create activities, allocate resources, correct processes or store outputs.

See also:

New Portfolio,
Open Portfolio